Become a Tax Preparer

Become a Certified Tax Preparer with Confidence

A Step-by-Step Training Course for New Preparers | Powered by Brandi Branz Enterprises

This foundational course is designed to train new tax preparers with the knowledge, systems, and confidence to operate professionally under a licensed tax office. Whether you're building a career, expanding your business, or joining a preparer team, this six-week course will walk you through everything from IRS basics to return filing using Community Income Tax Software

Course Overview

Over six weeks, students will learn how to:
Understand the U.S. tax system and preparer responsibilities
Accurately file Form 1040 and review tax documents
Use professional tax software (Community Income Tax)
Conduct client intake and prepare files for submission
Maintain compliance with IRS guidelines and due diligence
Build workflow systems and prepare for tax season success

What’s Included

6 weeks of guided, structured training (live or self-paced options)
Professionally designed course slide decks and workbooks
Step-by-step software tutorials using Community Income Tax
Weekly quizzes, exercises, and real-life scenarios
Team progress tracking system and certificate of completion
First year of professional tax software access included

Ideal For

New tax preparers seeking a professional start
Entrepreneurs building tax businesses
Assistants or team members under a licensed EFIN
Anyone preparing to work during the 2026 tax season

Results You Can Expect

By the end of this course, participants will be able to confidently:
File returns as a tax preparer under a licensed EFIN
Manage client documentation and follow compliance protocols
Navigate tax software and handle basic to intermediate returns
Communicate with clients professionally and legally
Position themselves for career or business growth in the tax industry

Stay tuned